We invite you to start with these posts:
Paying for a grandchild’s educational expenses can be a very tax-efficient and asset-protected way to transfer wealth that would otherwise […]
As the saying goes, one should hope for the best but plan for the worst. Some of our clients come to us asking for a “simple will”, because they want to leave “everything to their spouse and then to their children equally” and they hope for the best. Our job is to plan for other possibilities and that means recognizing that death may not be the worst case scenario.
- From a Caterpillar to a Butterfly: Converting Corporations to LLC’s. Limited Liability Companies (LLCs) are almost always a better choice of entity than Corporations…
- Getting What You Pay For: Buying and Selling a Business. Starting a business from scratch is often more expensive, risky and time consuming than simply acquiring an already existing business…
- Legal Maneuvers to Consider in a Down Economy. Every rain cloud has a silver lining and even amid the gloom of “The Great Recession” opportunities abound…
- Legal Checklist for Parents. It’s that time of year again. Vacation time is over and the kids are going back to school…
- Avoiding Tax on Life Insurance. Life Insurance is an excellent, asset-protected tool for estate planning…
Wealth Preservation Quiz
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- U.S Tax and Legal Consequences for Foreign Investors and Potential Residents
- LLC Overview and Conversion to LLC
- Asset Protection for Business Owners
- Ten Common Asset Protection and Liability Minimization Maneuvers
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Technical tools and resources for professionals, such as our popular “Choice of Entity Matrix” that shows some major differences between Corporations, S-Corporations, Limited Liability Companies, General Partnerships, Limited Partnerships and Limited Liability Partnerships and our most recent copy of the “Ten Legal Issues to Raise with your Clients” that they will either be eternally grateful you asked or eventually wonder why you never alerted them.